Your company likely uses many tools to collect both customer and sales data, such as Salesforce, Workday, NetSuite, and Microsoft. However, to make the right business decisions, you need a complete view of all the information, which means you need to integrate this data into your Sales Performance Management (SPM) system.
If you operate like most businesses, right now you may be performing manual data integration from other tools into your SPM platform. But extracting the data is often time-consuming, requiring employees to spend hours uploading files, entering data in spreadsheets, and providing extra communications between team members. Additionally, human error is a real risk. Unfortunately, people make mistakes, which can cause you to make incorrect (and costly) decisions based on incorrect data.
Even more importantly, the most useful insights from the data integration that includes complex calculations and logic are nearly impossible to perform manually. For example, inbound data from two different sources with common fields typically needs to be cleaned up, often impacting thousands of records at a time. However, this level of processing can’t be executed accurately when done manually at each load.
How Connect Integrates Data
Businesses who use Xactly also have access to Connect, which automatically uses standard-based integrates your data and applies logic throughout the process. Connect is built on ANSI SQL and extended with xSQL and XCL. Additionally, the solution gives you the ability to use REST APIs and ODBC & JDBC drivers to integrate with other enterprise systems such as CRM, ERP, and HCM along with more full-service implementation and hybrid implementation.
Using Connect, you can achieve seamless interoperability, flexibility, transparent data control, and advanced visibility into your organization’s sales performance. You set the automation process to pull information from different sources each night. Then you can define data points and how to integrate the data to make sure that you have the information in the format you need to grow your business and manage your sales performance.
With an easy-to-use dashboard, you can quickly see where your data is pulled from, such as Salesforce, Microsoft, Workday, and NetSuite, and determine where it needs to go. This is because the dashboard shows you an overview of what is going on with every piece of data as well as the overall picture of your data. Xactly Connect adapts easily to your existing architecture so that Xactly works along with your other existing systems such as ERP, CRM, and HCM.
By automating data integration, your business can save time on a low-value task and instead devote more time to projects that help grow your business.
Here are three key benefits of using Connect:
- Automate Data Transfers: You can save hours of time per commission cycle by automating data ingestion from multiple data sources across various systems. Connect lets you transfer data from SFTP for both inbound and outbound data files. With accurate integration, you see great business resulted, faster ROI and more efficient process. Businesses often see even more time saving by also automating key business workflows.
- Transparency: Connect gives you transparent data access and control made possible for even nontechnical users. By using the dashboard and graphical web UI, you can see the software integration and have transparent data access.
- Adaptability: If you do not want full automation, you select to use a self-implement/self-deploy model to manage your own SPM integration processes. Connect also gives you the flexibility to use partner integrations, set up your own schedule and see the audit history. Other options that add to Connect’s versatility are scheduling, notifications, and audit history.
Yes, your company has likely been using the manual process for years. While it can seem overwhelming to make a process shift, companies often comment after moving to automated data integration using Connect that their only regret is not making the move sooner.
Intangent is a sales performance management consultancy. We work with sales organizations to plan, implement, and manage their sales performance technology solutions. Our commitment to customer success has led to hundreds of successful incentive compensation, territory management, and quota planning deployments. Intangent is a privately owned company established in 2005 and headquartered in Toronto.
Ready to learn more about how Xactly’s performance transparency can help you? Discover everything Xactly Connect has to offer.